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Added to YB: 2025-07-30

Pitch date: 2025-07-28

AEO [neutral]

American Eagle Outfitters, Inc.

+130.8%

current return

Author Info

No bio for this author

Company Info

American Eagle Outfitters, Inc. operates as a multi-brand specialty retailer in the United States and internationally.

Market Cap

$3.1B

Pitch Price

$11.70

Price Target

9.00 (-65%)

Dividend

2.70%

EV/EBITDA

4.86

P/E

17.44

EV/Sales

0.95

Sector

Specialty Retail

Category

N/A

Show full summary:
JPMorgan Downgrades $AEO to Underweight, PT $9

AEO: JPMorgan downgrades to Underweight, PT $9. Q2 EPS forecast $0.18 (vs Street $0.20) on -5.1% revenue, -3% comps in AE/Aerie. -270bps gross margin expected vs -250bps Street, due to $10M FX headwind, $2-3M tariff impact, markdowns, and deleverage. Flat SG&A causing 145bps deleverage.

Read full article (1 min)